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FINANCIAL MARKET COURSES

Portfolio Management – Passive & Active Strategies

A portfolio's objective is dependent upon an investor's future cashflow requirements and their tolerance for risk. Whatever the objective, there are two basic strategies to choose from – passive or active. This course starts by taking a detailed look at indexing, a strategy adopted by the passive management community. We then move on to discuss the market timing mentality of active portfolio managers. We conclude by examining an alternative approach to active management.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Understand the buy-and-hold and indexing strategies adopted by passive investment managers

    Describe how a market timing strategy differs from an indexing strategy

    Explain what techniques are used in active portfolio management

  • COURSE OUTLINE

    Topic 1: Passive Investment Management

    Types of Passive Strategy

    The Indexing Strategy

    Indexing Strategies

    Advantages of Indexing

    Disadvantages of Indexing

    Topic 2: Active Portfolio Management

    Construction of an Active Portfolio

    What Indicators Do Market Timers Look At?

    Sentiment Analysis

    Topic 3: Active Portfolio Management – Techniques

    Active Portfolio Management – Techniques

    Does Market Timing Work?

    Focus Investing

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    65 Minutes

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